Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Brenda Cardenas

Oak Park,IL

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior Premier Banker

Wells Fargo
12.2024 - Current


  • Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
  • Collaborated with team members to meet branch sales goals and improve overall performance.
  • Increased referrals from satisfied customers, resulting in new business and revenue growth.
  • Built lasting relationships with clients through proactive communication and regular followups.
  • Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
  • Worked with affluent existing and potential clients to tailor options within banking, lending and investing.

Chase Private Client Banker

JP Morgan Chase Bank NA
12.2023 - 12.2024
  • Conducted regular portfolio reviews to ensure alignment with client goals.
  • Collaborated with attorneys and accountants to help clients plan estates effectively.
  • Developed relationships to help clients get connected to partners that can help with financial plans addressing retirement, investments, and insurance needs.
  • Guided clients through the complexities of retirement planning, including IRA and 401(k) options.
  • Manager on duty when branch and assistant branch manager were absent.
  • Established trust-based relationships with clients through consistent communication and follow-up.
  • Maintained current knowledge of financial regulations and general banking practices to comply with industry standards.
  • Consistently prospected new leads and capitalized on business opportunities to increase overall client base.
  • Maintained consistent contact with clients to quickly identify changes in financial status and recommend new products.

Relationship Banker

JP Morgan Chase Bank NA
09.2022 - 12.2023
  • Maintained current knowledge of financial regulations and general banking practices to comply with industry standards.
  • Worked with customers to build and deepen relationships by uncovering financial needs and recommending best products and services for needs.
  • Collaborated with the sales team to identify cross-selling opportunities.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Manager on duty title for supporting the branch management team.

Assistant Branch Manager

Byline Bank
01.2020 - 09.2022
  • Managed the branch and supported the growth of monthly deposits.
  • Reviewed work performed by full time and part-time employees, providing mentoring and support to improve performance.
  • Monitored operations to ensure that interactions and processes complied with operational policies.
  • Addressed customer complaints and assisted in timely resolution to maximize satisfaction.
  • Reinforced company's commitment to superior customer service to staff and modeled expected performance.
  • Developed prospects for new loans by conducting cold calls and networking in the community.

Education

High School -

Kelvyn Park High School
Chicago, IL
06.2013

Skills

  • Professional Demeanor
  • Effective Communication
  • Organizational Skills
  • Honest and Dependable
  • Teamwork and Collaboration
  • Multitasking
  • Banking regulations
  • Customer relationship management and building

Certification

  • FINRA SIE
  • FINRA Series 6
  • FINRA Series 63

Languages

Spanish
Full Professional

Timeline

Senior Premier Banker

Wells Fargo
12.2024 - Current

Chase Private Client Banker

JP Morgan Chase Bank NA
12.2023 - 12.2024

Relationship Banker

JP Morgan Chase Bank NA
09.2022 - 12.2023

Assistant Branch Manager

Byline Bank
01.2020 - 09.2022

High School -

Kelvyn Park High School

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